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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,325 | $84,694+24.4% | $73,843+42.6% | $125,392-16.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.69% | 3123.66%-3127.4pp | 2267.91%-2271.6pp | 282.23%-285.9pp |
| Employer contribution / active EE | $3,036 | $3,123-2.8% | $2,787+8.9% | $4,866-37.6% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $8 | $5,691-99.9% | $4,880-99.8% | $9,541-99.9% |